(2755) Automate Your Business: Leveraging Applied Epic Further Actions for Efficiency
Content Level: Basic
Personas: Customer Service Rep, Account Manager - Personal Lines/Small Commercial, Marketing Manager/Specialist, Owner/Principal, IT/Operations Manager
Products: Applied Epic
In this interactive, hands-on lab, personal lines users will learn how to leverage Applied EpicĀ® Activity Further Actions to streamline and automate everyday workflows. The instructor will walk through real personal lines scenarios, such as automatically triggering follow-up tasks, sending client communications, and updating policy information, to show how Further Actions can reduce manual touchpoints, improve consistency, and save time.
Hands-on labs will have computers for you to use, so you can work in the software alongside the instructor to apply your learnings in real time. However, only a limited number of workstations will be available on a first-come, first-served basis.